Checking, Checking, Checking
Elan Credit Cards
Consumer Cross-sell
Business Cross-sell
Mixed Bag of Know-How
100
One free standard style check order or $15 credit towards non standard style, annual personal credit line (PCL) fee waived, free (no PUB fee) at non PUB ATM's, unlimited rebate of domestic out-of-state ATM fees,
What is Advantage Checking/Advantage Plus Checking?
100
How many BIP Points is each approved consumer credit card worth?
The point value is branch specific but consumer credit cards carry a weight of 5.
100
How do you calculate the BIP point value for each cross-sell category?
Divide the cross-sell points (40) by the branch goal and multiply by the weight 40/goal x weight (1 or 5)
100
What is the only single weight business cross-sell product?
What is Business MasterMoney?
100
What incentives does an employee receive for 4 consecutive perfect shops?
What is $150.00?
200
Earn interest on checking balances, unlimited rebate of all ATM fees incurred when using a non PUB ATM (domestic and international) as well as other benefits. Maintain a Combined Average Ledger Balance of $75,000 or more in checking, savings, CD, MMA, Retirement, Home Equity/HELOC, PSI.
What are features of Premier Advantage Checking?
200
During the Focus Week Promotion what 2 items does the submitting employee/branch receive for each approved application?
What is a $20.00/$25.00 incentive plus, BIP points for the branch
200
What cross-sell product should we discuss with every mortgage and home equity customer?
What is Homeowners Insurance? (and don't forget about Life Insurance as well!!)
200
Who is our business partner(s) who helps customers save money and improve cash flow with credit card processing?
Who is Peoples United Merchant Services (PUMS) Paul John and Malena
200
What is the most common CIF non-conformance?
What is missing signature cards?
300
Full time college students enrolled at a college or university are eligible for a waiver of monthly service charges for a maximum of 4 years or until they have reached their graduation date, whichever comes first, free first order of checks, no ATM PUB Network fee for up to 4 Network ATM transactions per statement cycle.
What is the requirement and some of the benefits for Student Plus Checking?
300
This credit card offers customers 0.00% introductory rate for 12 months with NO annual fee?
What is MasterCard Platinum
300
What 4 consumer cross-sell products should be discussed with every new checking account, automatically?
What is MasterMoney, E-statements, Mobile Banking and Mobile Deposit?
300
Who is our business partners that help our businesses with payroll and routine HR policy items?
Who is Sage Payroll - Andrea Relkin
300
What is the Bankwide program that recognizes and rewards employees who exemplify our PUB branch and demonstrates the values and behavior of our Guiding principles?
What is the CEO Leadership Program?
400
This particular business customer can avoid monthly maintenance fees as long as they perform less than 300 transactions in a month...and there is no balance requirement!
What is Non-Profit Advantage Checking?
400
This credit card offers customers a 25% bonus on all points each month. Each $ spent = 1 reward point?
What is MasterCard Bonus Rewards
400
What cross-sell product offers customers peace of mind that their valuables are safe and secure?
What is Safe Deposit Box?
400
What business cross-sell category provides a business customer with the flexibility of purchasing items/inventory throughout the month and requires the outstanding balance to be paid in full monthly?
What is Business Credit Cards?
400
The maximum percentage a non-exempt employee can earn each quarter through BIP
What is 17.30%
500
The business customers with this product can perform up to 500 transactions in a month, can utilize the Treasury Management ACH Prefunded or Wire Module, as well as other benefits and need to maintain a $25,000 Average Monthly Collected balance to have the $35 Monthly Maintenance Fee Waived.
What is Business Advantage Plus?
500
Which bonus rewards card offers 0% for the first 6 billing cycles?
All of them. MasterCard bonus rewards, Bonus rewards Plus, Cash Rewards Amex and Travel Rewards Amex
500
What cross-sell item has a $9.95 monthly fee?
What is Discount Brokerage?
500
Remote Deposit Capture is offered through what business partner?
What is Treasury Management (Inside Sales or Elaine Canton)?
500
A non-certified employee will earn how much when their referred home equity closes?
What is $75.00 for Traditional Branch and $100.00 for in-store branch employee.
M
e
n
u